iShares S&P 500 Value Index shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by PBMares Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $276k | 1.5k | 186.87 |
| 2023-12-31 | $257k | 1.5k | 173.95 |
| 2023-09-30 | $242k | 1.6k | 153.80 |
| 2023-06-30 | $255k | 1.6k | 161.15 |
| 2023-03-31 | $240k | 1.6k | 151.74 |
| 2022-12-31 | $230k | 1.6k | 145.09 |
| 2019-12-31 | $283k | 2.2k | 130.11 |